BARK Inc Class A (BARK) AI Stock Analysis

• Market Cap: $131.05M
• Dividend Yield: N/A
• Average Volume (3M): 792.13K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.07
• Revenue Growth: -3.08%
• EPS Growth: 14.42%
• Country: US
• Employees: 708
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): -0.02
• Shares Outstanding: 169,883,120
• 10 Day Avg. Volume: 940,801
• 30 Day Avg. Volume: 792,135
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.10
• Enterprise Value/Revenue: 0.30
• Enterprise Value/Gross Profit: 0.49
• Enterprise Value/Ebitda: -7.06
• 1Y Price Target: $2.00
• Price Target Upside: 159.74% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2

• Rating: 50 Neutral
• Price Target: $1.00 ▲(29.87% Upside)

BARK Inc.'s overall stock score reflects a challenging financial performance with persistent losses and negative profit margins. While the earnings call provided positive insights into revenue growth and strategic initiatives, ongoing risks such as tariff impacts and macroeconomic uncertainties remain. Technical analysis indicates a bearish trend, and valuation metrics are unattractive due to negative earnings. The company's focus on revenue diversification and product innovation is promising but needs to translate into improved financial health.

Positive Factors

Revenue Diversification

BARK's revenue diversification efforts are paying off, reducing reliance on direct-to-consumer sales and enhancing stability through varied income streams.

Product Innovation

Innovative product launches like SPARK and BARK in the Belly can drive growth by expanding offerings and attracting new customer segments.

Customer Satisfaction

High customer satisfaction levels indicate strong brand loyalty, which can lead to sustained subscription renewals and long-term revenue stability.

Negative Factors

Declining Revenue

A declining revenue trend poses a risk to long-term growth, suggesting challenges in maintaining market share and customer acquisition.

Negative Profit Margins

Sustained negative profit margins indicate operational inefficiencies and may hinder the company's ability to achieve profitability.

Tariff Challenges

High tariffs on products can erode margins and increase costs, affecting the company's competitive position and financial performance.

BARK Inc Class A Business Overview & Revenue Model

Company Description

BARK Inc., a dog-centric company, provides products, services, and content for dogs. It operates in two segments, Direct to Consumer and Commerce. The company serves dogs through monthly subscription services. It is also involved in the design of playstyle-specific toys, satisfying treats, personal meal plans with supplements, and dog-first experiences designed to foster health and happiness of dogs everywhere. In addition, the company offers monthly themed box of toys and treats under the BarkBox and Super Chewer names; personalized meal plans under the BARK Food name; health and wellness products under the BARK Bright name; and dog beds, bowls, collars, harnesses, and leashes under the BARK Home brand. Further, the company sells BARK Home products through BarkShop.com. Additionally, it offers custom collections through online marketplaces, and brick and mortar retailers. The company was formerly known as The Original BARK Company and changed its name to BARK, Inc. in November 2021. BARK Inc. was incorporated in 2011 and is headquartered in New York, New York.

How the Company Makes Money

BARK Inc makes money through a diversified revenue model that includes subscription services, direct-to-consumer sales, and partnerships. The primary revenue stream comes from BarkBox, a monthly subscription service where customers receive curated boxes filled with dog toys, treats, and chews. Additionally, the company's online retail platform, BarkShop, generates sales by offering a wide range of dog-related products. BARK Inc also earns revenue from BarkEats, providing personalized dog food plans delivered directly to customers' doors. Strategic partnerships with other pet and retail companies further enhance BARK's earnings by expanding its product offerings and market reach. These combined revenue streams allow the company to maintain a strong presence in the competitive pet industry.

BARK Inc Class A Financial Statement Overview

Summary

BARK Inc. faces challenges with declining revenue and persistent losses, as reflected in its negative profit margins. While the company maintains a reasonable debt-to-equity ratio, its negative return on equity indicates difficulty in generating shareholder value. Cash flow metrics show improvement in free cash flow growth, but negative operating cash flow remains a concern. Overall, BARK Inc. needs to address profitability and cash generation to improve its financial health.

Income Statement

BARK Inc. shows a declining revenue trend with a negative revenue growth rate of -2.76% in the TTM period. The company has a strong gross profit margin of 62.19%, indicating efficient cost management. However, the net profit margin is negative at -6.34%, reflecting ongoing losses. The EBIT and EBITDA margins are also negative, suggesting challenges in achieving operational profitability.

Balance Sheet

The debt-to-equity ratio is 0.89, indicating moderate leverage. The return on equity is negative at -27.78%, highlighting the company's struggle to generate returns for shareholders. The equity ratio stands at 36.14%, suggesting a reasonable level of equity financing relative to total assets.

Cash Flow

The company has a positive free cash flow growth rate of 44.55% in the TTM period, but operating cash flow remains negative. The operating cash flow to net income ratio is -0.11, indicating insufficient cash generation from operations. The free cash flow to net income ratio is 1.34, suggesting some ability to cover net losses with free cash flow.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	470.83M	484.18M	490.18M	535.32M	507.41M	378.60M
Gross Profit	292.80M	301.99M	302.15M	308.12M	282.11M	225.94M
EBITDA	-20.34M	-18.87M	-20.06M	-42.82M	-54.60M	-18.06M
Net Income	-29.87M	-32.88M	-37.01M	-63.58M	-42.42M	-42.58M
Balance Sheet
Total Assets	259.95M	260.63M	298.59M	400.42M	434.06M	254.71M
Cash, Cash Equivalents and Short-Term Investments	84.67M	94.02M	125.50M	177.91M	199.40M	306.62K
Total Debt	83.89M	85.17M	87.82M	133.94M	110.10M	115.73M
Total Liabilities	165.98M	161.11M	159.21M	229.88M	217.00M	50.98M
Stockholders Equity	93.97M	99.53M	139.38M	170.54M	217.06M	203.74M
Cash Flow
Free Cash Flow	-19.13M	-13.24M	-2.77M	-16.63M	-193.51M	-24.44M
Operating Cash Flow	-14.31M	-7.08M	6.06M	4.69M	-172.34M	-19.62M
Investing Cash Flow	-4.82M	-6.16M	-8.83M	-21.14M	-21.17M	-4.83M
Financing Cash Flow	-17.70M	-19.87M	-49.62M	-2.10M	355.46M	54.50M

BARK Inc Class A Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 0.77
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BARK, the sentiment is Negative. The current price of 0.77 is below the 20-day moving average (MA) of 0.82, below the 50-day MA of 0.84, and below the 200-day MA of 1.25, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 40.45 is Neutral, neither overbought nor oversold. The STOCH value of 23.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BARK.

BARK Inc Class A Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JD	72 Outperform	$54.18B	8.99	17.26%	3.08%	14.61%	32.78%
CHWY	69 Neutral	$16.19B	110.13	34.48%	―	9.04%	-56.79%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
ETSY	59 Neutral	$6.81B	54.97	-39.97%	―	2.38%	-38.88%
WOOF	55 Neutral	$983.71M	―	-2.48%	―	-2.83%	97.94%
BARK	50 Neutral	$131.05M	―	-26.91%	―	-3.08%	14.42%
FLWS	44 Neutral	$268.47M	―	-54.45%	―	-7.96%	-3078.36%

BARK Inc Class A Corporate Events

BARK Inc Promotes Michael Black to President

On September 3, 2025, BARK, Inc. announced the promotion of Michael Black to President, Core Business. Black, who joined the company in 2024 as Chief Revenue Officer, will lead the direct-to-consumer and commerce segments, aiming to expand BARK’s reach and strengthen its connection with dog families. His previous experience includes significant roles in the pet industry, contributing to BARK’s growth and momentum. Matt Meeker, Co-Founder and CEO, will continue to oversee the company’s long-term strategic vision and growth initiatives.

The most recent analyst rating on (BARK) stock is a Hold with a $1.00 price target. To see the full list of analyst forecasts on BARK Inc Class A stock, see the BARK Stock Forecast page.

BARK Inc Faces NYSE Non-Compliance Notice

On July 10, 2025, BARK, Inc. received a notice from the New York Stock Exchange indicating non-compliance with listing standards due to its stock price averaging below $1.00 over 30 trading days. The company has six months to rectify this by increasing its stock price, potentially through measures like a reverse stock split. The notice does not immediately affect BARK’s stock listing or operations, and the company plans to address the issue while continuing to meet other NYSE standards.

The most recent analyst rating on (BARK) stock is a Buy with a $2.00 price target. To see the full list of analyst forecasts on BARK Inc Class A stock, see the BARK Stock Forecast page.